3 Best Financial Services in Huntington Beach, CA

“Weaver Consulting Group is a family-run business led by CRPC-Certified Advisors. Jason M. Weaver is the managing partner of Weaver Consulting Group, based on the realization that advice is everywhere. He gained success early in his career, quickly ranking among the top 1% of over 11,000 advisors. Weaver Consulting Group advisors offer 20 years of experience creating customized solutions for every kind of retirement dream, from early retirement to 'unretirement,' and for every phase of the market cycle. As an independent firm, they specialize in transitioning from wealth accumulation to capital preservation and retirement income replacement. Contact them to schedule a consultation.”

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“James Hendries Wealth Management financial planner is James Hendries, who creates professional, customized financial plans to help build, preserve, and transfer clients’ wealth. He will personally take care of you, provide customized financial reviews, and proactively watch over your investments through all the stages of retirement and pre-retirement. From personalized investment strategies and thorough wealth management to specialized financial advice, James Hendries Wealth Management collaborates with a team of professionals to help achieve your financial goals. Their team specializes in tailoring retirement income strategies to fit your unique goals and circumstances. They will help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.”

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“Phil Gironda is a financial advisor at Edward Jones. He completed his Bachelor's degree at Loyola Marymount University and a Master of Science in Law at Northrop University. He began his practice almost 20 years ago to assist clients in achieving their financial goals. He encourages input from his clients' attorneys, CPAs, and other professionals. He augments all discussions with the considerable resources available through Edward Jones and its professional partner associations. The service delivered from within his branch office is confidential and tailored to his clients' goals. Edward Jones believes your financial goals deserve a face-to-face conversation. They can help you prepare for retirement, save for education, and be a tax-smart investor.”

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